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A contact is a person in your address book. A lead is a person you are actively working, for one specific program. Promoting is how you move someone from the first to the second.

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When to promote

Do it when:
  • Someone you imported or added by hand tells you they want a specific program.
  • You want to log calls and emails against that program. Notes live on the lead, not the contact.
  • You want them counted in your pipeline numbers for that program.

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When you do not need to

You do not need to promote anyone who:
  • Filled in the Request Program Information form — a lead is made for you.
  • Started checkout and left — a lead is made for you.
Both of those also create the contact, so the two stay connected.

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How to do it

  1. Open All contacts and click the person’s row.
  2. Click Promote to lead in the panel.
  3. Pick a program. Picking a class is optional.
  4. Submit.
They now show up in Program Dashboard → Leads with the full lead toolkit: status, notes, activity, waitlists, and invitation emails.

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Duplicates

If an active lead already exists for that person and that program, nothing new is created. You get a message saying so and a link straight to the existing lead.

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What does not change

  • Their email status and tags stay exactly as they were.
  • Their original source stays as it was. Promoting does not rewrite how they first found you.
  • Program interest for that program is either already there, or gets added.
Program owners and instructors can both promote contacts.

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See also